Financial Planning Administrator

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Financial Planning Administrator

This Financial Services company are an Independent Financial Advisors based in St Helens who are offering a very rewarding salary of £22,000 - £27,000.

You will be working with an established team and supporting Financial Advisors and a management team.

This financial services job opportunity will involve:

  • Assisting the Financial Advisors with fund research, mapping, risk profiles and cash flows.
  • Analyse client’s financial services requirements.
  • Process pensions and investment administration.
  • Prepare client meetings for the Paraplanner & Financial Advisors.
  • Work closely with financial services product providers on changes to client’s policies.

We’d really like to hear from candidates who are working with Pensions and Investment administration. Ideally within Financial Planning but would be keen to hear from you if working for a Pension provider or Investment company.

For more info, please click to apply:

8 September 2021
Financial Planning
IFA Administrator
Merseyside, Knowsley
£22,000 - £27,000